The potential to increase income and add potential capital gains between now and the end of January is the focus of this weeks program. The intense pressure of tax loss selling on under-performing sectors like energy appears to be setting the stage for a sector rotation after the end of 2017.
The Treasury bill rate increased to 1.23% ahead of the December 13th Federal Reserve meeting signals the likely Fed Funds rate increase. This appears to have exerted pressure on higher cash flow investments over the past 2 months.
This week’s Networth Media program will explore year end trading opportunities designed deliver 2018 profits.
Headline Round Up:
*Wall Street Ranks DFW as #1 Contender for Amazon’s New Headquarters. 50,000 Jobs Averaging $100,000 Each.
*T-Bill Rate Hits 1.233% Confirming December 13th Rate Hike. The Yield Curve Flattening?
*Consumer Inflation 2% Producer Inflation 2.7%
*Construction Boom! Home Depot Sales Up 8%. Hurricane Related Reconstruction Adds Almost $300 Million
*GE Cuts Dividend by Half, Falls to 52 Week Low, Down 42% in 2017.
*Top Tech Companies Up $1.7 Trillion in Value in 2017.
*Venezuela Defaults. “Eventually you run out of other people’s money.”
*Venezuela Impact on Global High Yield. Loomis Sayles is Adding Telecom and Healthcare.
*Target -17% YTD vs. Walmart Up Over 30% YTD.
*Cisco Reports the Return of Growth.
*U.S. Shale Boom on Track to Top 9 Million Barrels Per Day.
*New Mexico Shale Investments Rising. Doubled Production from 6 Years Ago.
*Pipelines Slammed! Time to Buy?
*Carlyle Raises $600 Million for International Oil and Gas Assets.
*GOP Tax Plan Moving Left. Called “Imposter” by Reagan Advisor.
*Norway’s Wealth Fund Reducing Oil and Gas.
*Chenier CEO Interview on the Future of Liquid Natural Gas! What He Said!
JP Morgan Asset Management Guide to the Markets
Psychic Predictions for 2018
Why Does Tax Loss Selling Point Towards Energy ETF’s for 2018?
What’s the Plan? Details of the New Tax Plan and What it Means for Investors!
Artificial Intelligence and Bitcoin. What they mean for Investors?
MoneyBall for Portfolio Strategy?
2018 Global Macro Outlook?
J.P.Morgan Guide to the Markets 4QTR 2017 Page 63PG 63 Busy Box
J.P.Morgan Guide to the Markets 4QTR 2017 Page 37PG 37 Busy Box
J.P.Morgan Guide to the Markets 4QTR 2017 Page 59PG 59 Busy Box
J.P.Morgan Guide to the Markets 4QTR 2017 Page 55PG 55 Busy Box